IRIS KashFlow Integrations
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How should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Name
Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"
Code
An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"
Email
Contact's email address.It is mandatory when you want to match customers using 'Email'
Try ItInvoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
Bank Account IDRequired
Unique Id of the Bank Account against which a payment for this invoice has to be recorded
DateRequired
Date on which this payment is recorded
Invoice Payment MethodRequired
Unique ID for invoice payment methods configured in kashflow
AmountRequired
Payment amount
Notes
Any information you want to record for this payment
How should existing Customer in KashFlow be matched ?Required
Search existing customer with the above options
Customer Name
Name of the Customer /Company. Maximum character limit is 100
Customer Code
An alphanumeric unique ID using which you would like to identify customer quickly. It must be unique. System will generate when not provided. Maximum character limit is 12
Customer Email
Contact's Email Address
First Name
Contact's first name. Maximum 100 characters.
Last Name
Contact's last name. Maximum 100 characters.
Full Name
Contact's full name. Maximum 100 characters.
Telephone
Contact's Telephone number. Maximum 75 characters.
Mobile
Contact's Cell Number. Maximum 75 characters.
Trade Border Type
Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country
Would you like to create a customer when not found
System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'True' if you would like to create new customer when not found else 'False'. Customer details mapped above like Name, Telephone etc. will be used for creating new customer
Invoice Number
Unique Invoice Number. System will generate when not provided
Invoice Issued DateRequired
The date on which this Invoice was generated
Invoice Due Date
The date on which this Invoice is due
CurrencyRequired
The currency in which this invoice has to be created
Customer Reference/Purchase Order
If you want to record invoice number from trigger app, you can record it here. This can help you track down the invoice quicker if the customer later queries the invoice with you
Address Line 1
Billing Address Line 1
Address Line 2
Billing Address Line 2
Address Line 3
Billing Address Line 3
Address Line 4
Billing Address Line 4
Post Code
Billing Address Post Code
Country
Billing Address Country
Update Customer Address
Set this to 'True' if you want to update customer's address with billing address from this invoice else 'False'
Use Different Delivery Address
Set it to true if you want a separate delivery address for this invoice
Address Name
Delivery Address Name
Address Line 1
Delivery Address Line 1
Address Line 2
Delivery Address Line 2
Address Line 3
Delivery Address Line 3
Address Line 4
Delivery Address Line 4
Post Code
Delivery Address Post Code
Country
Delivery Address Country
Update Customer Delivery Address
Set this to 'True' if you want to update customer's address with delivery address from this invoice else 'False'
Project
The name of project that you want to assign to this invoice
Project
The Name of the project that you want to assign to this Line Item. Project Settings must be configured to allow assigning projects to line Items for invoices
Sales Code
Select Sales Code that you want this line item to be assigned to. Default sales code for selected customer will get assigned when left blank
Product
Name of the product. The name of Product in Trigger application must match with name of the product under selected Sales Code in KashFlow. Leave it blank if that is not the case
Do you want to create new product when not found?
Set this to ‘True’ if you want system to create new product in KashFlow when not found else 'False'
Description
Description of the product that you want to sell in this line item
Quantity
The number of products that you want to sell in this line item
Rate
Per unit price excluding VAT of product that you want to sell in this line item
Inclusive of Tax?
KashFlow expects to have price of single item without VAT Amount. Select this, if line item price from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount
VAT Rate
Percentage of VAT to be applied on this Line Item
VAT Amount
VAT Amount to be applied on this Line Item. Do not provide if you want system to calculate based on VAT Rate
Is VAT Exempted
If VAT is not applicable for this Line Item, set it to True. When True, system will ignore given VAT Rate if any and set it to zero
Sales Code
Select Sales Code that you want this additional charge to be assigned to. Default sales code for selected customer will get assigned when left blank
Charge
Invoice level additional charge like shipping charge, postal charge if any
Inclusive of Tax?
KashFlow expects to have price of single item without VAT Amount. Select this, if additional charge from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount
Description
Description for additional charge
VAT Rate
Percentage of VAT to be applied for this additional charge
VAT Amount
VAT Amount to be applied on this additional charge. Do not provide if you want system to calculate based on VAT Rate
Sales Code
Select Sales Code that you want this discount to be assigned to. Default sales code for selected customer will get assigned when left blank
Discount
Invoice level discount if any to be given for current customer
Description
Description for discount
Comment
Invoice/Shipping Comment if any
Bank Account ID
Unique Id of the Bank Account against which a payment for this invoice has to be recorded
Date
Date on which this payment is recorded
Invoice Payment Method
Unique ID for invoice payment methods configured in kashflow
Amount
Payment amount
Notes
Any information you want to record for this payment
Notes
Notes of up to 4,000 characters
Invoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
Invoice number/Customer ReferenceRequired
KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.
Try ItHow should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Code
This needs to be an alphanumeric ID that will help to identify customer quickly. You can choose one or the system will generate when it can not be provided. (Maximum character 12)
NameRequired
Name of the Customer or Company. (Maximum characters 100)
Would you like to update a customer when found
System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'Yes' if you would like to update customer details with current details when found else 'No'
Source
The source records how you acquired this customer, such as referrals, advertising campaigns, partner companies etc
Trade Border Type
Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country
VAT Number
Mandatory field when customer is submitting VAT through online filing and for submitting EC Sales online. Format for the code: First 2 characters represent the country code and the next 11 is the vat number. Maximum 13 characters.
Notes
Maximum characters 4,000 per note.
Show discount amount on invoice
To show applied discount percentage in the description set this as true. This will show the discount applied on each line item.
Discount Percentage
Discount percentage to be applied on all invoices for this customer. Rates for the used sales code must be prefilled in sales codes settings in order to see the discounted rate.
Automatically add a line showing this VAT number to new Invoices
This will automatically add a line showing given VAT number to new Invoices.
Default Currency
Specify the Currency of the customer. When nothing is chosen the system will set to default currency of your KashFlow account.
Default Purchase Order
Enter the default reference text to apply on every invoice created for this customer. Maximum 75 characters.
Title
Contact's title. Maximum 75 characters.
First Name
Contact's first name. Maximum 100 characters.
Last Name
Contact's last name. Maximum 100 characters.
Full Name
Contact's full name. Maximum 100 characters.
Telephone
Contact's Telephone number. Maximum 75 characters.
Mobile
Contact's Cell Number. Maximum 75 characters.
Fax
Contact's Fax number. Maximum 75 characters.
Email
Contact's email address.
Website
Contact's website. Maximum 75 characters.
Is Primary Contact
Confirm this is the primary contact of this customer. There should be only one primary contact.
Receive invoices
Enable all email communication for this customer
Address Line 1
Billing address line 1. Maximum 75 characters.
Address Line 2
Billing address line 2. Maximum 50 characters.
Address Line 3
Billing address line 3. Maximum 50 characters.
Address Line 4
Billing address line 4. Maximum 50 characters.
Post Code
Billing address post code. Maximum 10 characters.
Country
Billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)
Use a separate address for delivery
Whether delivery address different than billing address
Name for Delivery Address
Name to be used for delivery address. System will use customer name when nothing is provided. Maximum character limit is 100.
Address Line 1
Delivery address line 1. Maximum 75 characters.
AddressLine2
Delivery address line 2. Maximum 50 characters.
Address Line 3
Delivery address line 3. Maximum 50 characters.
Address Line 4
Delivery address line 4. Maximum 50 characters.
Post Code
Delivery address post code. Maximum 10 characters.
Country
Delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)
Payment Type
Whether due date is to be calculated based on invoice issue date or month end
Days
The length of time after which payment needs to be paid by. For example; payment terms of 14 days and the invoice issue date is 01/01/20XX, then the invoice due date with be 15/01/20XX"
Default PDF Theme ID
Default theme to be applied on Customer Statements or Purchase/Purchase Order PDFs. If not provided, value will be taken from default PDF themes settings.
Apply CIS Withholding Tax
Withholding Tax is applicable if you work under Construction Industry Scheme or 'CIS'. Set to true if you need to apply withholding tax on your Purchases.
CIS Withholding Tax Rate
CIS withholding Tax Rate that you would like to apply on your purchases.
CIS Withholding Tax Reference Name
CIS Reference Field Name. Maximum 25 characters.
CIS Withholding Tax Reference Value
CIS Reference Field Value. Maximum 75 characters.
Default Email Template
Default Email Template to be used for Invoices.
Default Sales Code
Default Sales Code for this customer.
How should existing Customer in KashFlow be matched ?Required
Select a field, which you would like to use to identify whether customer already exists in KashFlow.
Name
Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"
Code
An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"
Email
Contact's email address.It is mandatory when you want to match customers using 'Email'
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